2024-11-14T16:43:09-06:00 2021-12-31 271165710 FORESIGHT BUSINESS SOLUTIONS LLC 10120 VALLEY FORGE CIRCLE SUITE 120 KING OF PRUSSIA PA 19406 990EZ 2021-01-01 236643469 LOWER MERION HISTORICAL SOCIETY LOWE 6104201001 506 BRYN MAWR AVE PO BOX 2602 BALA CYNWYD PA 19004 CRAIG WHITNEY TREASUER 6104201001 2024-11-13 1 LISA MCALLISTER P00850793 4843683183 2024-11-13 2021 2024-10-15 13:58:12Z X X HTTPS://LOWERMERIONHISTORY.ORG/ X X 138904 X 117052 8188 363 13301 138904 2600 1287 713 12446 17046 121858 160697 0 282555 X 150165 273014 12788 11292 162953 284306 2256 1751 160697 282555 X THE LOWER MERION HISTORICAL SOCIETY IS AN ORGANIZATION DEDICATED TO "PRESERVING OUR PAST FOR THE FUTURE." THIS IS ACCOMPLISHED BY STEWARDSHIP OF LOCAL HISTORY, EDUCATION OF THE COMMUNITY, PRESERVATION OF HISTORIC RESOURCES AND OUTREACH TO PROMOTE AWARENESS OF THE CULTURAL HERITAGE OF THE TOWNSHIP OF LOWER MERION AND THE BOROUGH OF NARBERTH. PERSERVING OUR PAST FOR THE FUTURE. IN THE FUTURE WILL BE PROGRAMS TO ENHANCE THE HISTORICAL PRESERVATION OF THE COMMUNITY. 17046 0 0 GEORGE LONSDORF BOARD MEMBER 5.00 0 0 0 RACHEL WOLGEMUCH BOARD MEMBER 5.00 0 0 0 MARTHA MOFFATT BOARD MEMBER 5.00 0 0 0 CAROLE STRICKLAND BOARD MEMBER 5.00 0 0 0 BRAD UPP BOARD MEMBER 5.00 0 0 0 GERALD FRANCIS FORMER PRESIDENT 20.00 2600 0 0 PERRIN HAMILTON PRESIDENT 20.00 0 0 0 ROSS MITCHELL TREASURER 20.00 0 0 0 CHRISTINA FINK VICE PRESIDENT 20.00 0 0 0 GARY BROCK RECORDING SECRETARY 20.00 0 0 0 KEN BRIER CORRESPONDING SECRETARY 20.00 0 0 0 X 0 0 0 0 0 0 0 0 0 0 0 0 0 0 PA CRAIG WHITNEY 506 BRYN MAWR AVE PO BOX 2602 BALA CYNWYD PA 19004 6104201001 0 0 0 0 0 0 0 0 0 0 NONE NONE 1 X 9781 12191 3673 102317 124833 252795 240 519 323 170 407 1659 10021 12710 3996 102487 125240 254454 0 0 0 254454 12485 7312 14173 11236 0 45206 12485 7312 14173 11236 45206 22506 20022 18169 113723 125240 299660 0.84910 0.15090 X FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME DESCRIPTION: INTEREST INCOME. AMOUNT: 363. FORM 990-EZ, PART I, LINE 8 - OTHER REVENUE DESCRIPTION: OTHER REVENUE. AMOUNT: 13,301. FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES DESCRIPTION: OTHER EXPENSES. AMOUNT: 12,446. FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS DESCRIPTION: OTHER ASSETS. BEG. OF YEAR AMOUNT: 12,788. END OF YEAR AMOUNT: 11,292. FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIES DESCRIPTION: . BEG. OF YEAR AMOUNT: 2,256. END OF YEAR AMOUNT: 1,751. THE TAXPAYER'S PRIOR ACCOUNTANT MADE AN ERROR IN WHICH HE HAD INCORRECTLY PAPER FILED THE TAX RETURN INSTEAD OF E-FILING IT LEADING TO THE RETURN BEING REJECTED BY THE IRS. WE BELIEVE THE ERROR WAS DUE TO THE PRIOR ACCOUNTANT'S LACK OF UNDERSTANDING OF THE E-FILING REQUIREMENTS. ONCE THE TAXPAYER RECEIVED NOTIFICATION OF THE REJECTION, IT WAS THEIR UNDERSTANDING THAT THE PRIOR ACCOUNTANT WAS FACILITATING THE EFILING OF THE RETURN. ONCE THE TAXPAYER REALIZED THE RETURN HAD NEVER BEEN FILED, THEY ENDED THE RELATIONSHIP WITH THAT TAX ADVISOR AND SOUGHT OUT ANOTHER FIRM WHO WOULD BE ABLE TO PREPARE THEIR RETURNS AND ENSURE PROPER EFILING. DUE TO THE PRIOR ACCOUNTANT'S ERRORS, THE RETURN COULD NOT BE TIMELY FILED, THROUGH NO FAULT OF THE TAXPAYER.BASED ON THESE FACTS, AND THE FACT THAT THE ORGANIZATION IS A NOT FOR PROFIT ORGANIZATION, THAT HAS ALWAYS FULFILLED THEIR TAX FILING REQUIREMENTS IN A TIMELY MANNER, A PENALTY ASSESSED DOES NOT AND WILL NOT ENCOURAGE VOLUNTARY COMPLIANCE. IT ONLY SERVES AS PUNISHMENT TO A TAXPAYER THAT ATTEMPTED TO FULLY COMPLY WITH THEIR TAX FILINGS AND OBLIGATIONS AND WERE UNSUCCESSFUL BECAUSE OF RELIANCE ON A PROFESSIONAL WHO DID NOT FULFILL THEIR COMPLIANCE DUTIES. THE TAXPAYER IS AWARE OF THEIR OBLIGATIONS AND APPROPRIATE MEASURES HAVE BEEN TAKEN TO ENSURE FULL COMPLIANCE IN THE FUTURE. THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.